Empowering You to Make Educated Decisions.

Meet Teresa


As our Client Service Associate, Teresa provides the support that helps everything run efficiently. She is detail-oriented, hardworking and friendly – all positive attributes that help her excel in her role.

A graduate from Texas Tech University with a degree in business education (office systems administration), Teresa has a varied resume with a wide range of experience in administrative support roles. Her experience taught her best practices for effectively serving clients.

Outside of work, Teresa enjoys spending time with her husband Steve and their two children, Michelle and Cody. She also enjoys playing the piano, reading, watching movies and baking pies, cakes and cookies.


Favorite food:

Chocolate (anything)

Best piece of financial advice received:

Live within your means.

Favorite movie:

Anne of Green Gables

Favorite TV show:

Any Crime Show

What motivates you:

Following through with my commitments.

Favorite holiday:


Place you’d most like to visit:

Red Wood Forest

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